Jonasson and Co Tax

History

In 1995, Carol Jonasson, my mother, founded Jonasson & Company as a tax preparation and bookkeeping service. In 2001 my parents moved to the Eugene area. Carol has continued to maintain an office in Eugene and Medford during tax season tending to her devoted clientele. I am enjoying working with my mother, gaining from her years of experience and getting to know her Medford clients.

Specialties

Our ultimate goal as tax consultants/accountants at Jonasson and Co Tax Preparation is to be as efficient as possible in collecting relevant tax information so we can accurately prepare tax returns that will maximize your tax savings. I would like to take a few paragraphs to briefly describe how we strive to reach this goal and our process. Every client has a different tax situation and personal record keeping routine (or lack there of). Depending on your situation we figure out how to tackle the task of collecting the information and getting it all into a usable format. Over the years we have picked up many avenues to achieve this and easier ways of obtaining missing forms. Once the information is all there, it is our job to use all of our experience and education to accurately prepare the returns taking advantage of all qualifying credits and deductions. Every year we attend many hours of continuing education classes to stay up to date on changing tax code. I (Forbes) have also been fortunate to be involved with a high volume and very wide range of tax forms and processes. The wide range of tax issues that I can prepare include timber tax, personal property tax, offer in compromise, audit, installment agreement, EFU property tax maintenance, as well as personal, estate, gift, fudiciary, corporate and partnership returns.